|Estimated discount %||%|
|Settlor 1 estimated gift||?|
|Settlor 2 estimated gift||?|
This calculator is designed to provide an estimate of the discount based on your client's age, along with the amount and frequency of regular withdrawals. It does not take into account the health of your client, and is therefore, only an estimate. Please note that the discount may differ following underwriting, and it could be we are unable to offer a discount.
The information provided is based on our understanding of current Inheritance law and practice. We cannot guarantee that our understanding is correct and we cannot accept responsibility for any tax consequences that may arise from any guidance that may turn out to be incorrect.
The figures we provide are only estimates of what the values may be. We cannot guarantee that HMRC will consider our figures acceptable - they may consider that higher or lower figures are appropriate. Every care has been taken as to the accuracy of the calculator, but it must be appreciated that neither M&G plc nor its representatives can accept responsibility for loss, however caused, suffered by any person who has acted or refrained from acting as a result of material contained in this calculator.